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Onboarding checklist for readiness

1. Pre-Onboarding Preparation

Confirm new hire's start date and work schedule.

Prepare the welcome email with essential information.

Assign a mentor or buddy for guidance.

Set up a workspace (desk, chair, etc.) in the office or prepare remote work setup.

Ensure necessary equipment (laptop, phone, etc.) is ordered and ready for use.

Create accounts for necessary software and tools (email, project management, etc.).

2. Documentation and Compliance

Send out employee handbook and policies for review.

Collect necessary documents (ID, tax forms, etc.) from the new hire.

Confirm completion of background checks and references.

Schedule compliance training sessions (data protection, security, etc.).

3. IT Setup and Access

Configure IT equipment (install software, set up VPN, etc.).

Create user accounts for all necessary systems and applications.

Provide access to relevant servers, databases, and platforms.

Ensure security protocols are in place (password policies, MFA, etc.).

4. Orientation and Training

Schedule an orientation session to introduce company culture and values.

Provide an overview of team structure and key personnel.

Arrange training sessions on tools and systems used within the organization.

Set expectations for initial projects and performance metrics.

5. Integration and Follow-Up

Schedule regular check-ins during the first month to assess progress.

Encourage feedback on the onboarding process for continuous improvement.

Facilitate introductions with team members and other departments.

Monitor workload and provide support as needed to ensure a smooth transition.

6. Evaluation and Continuous Improvement

Collect feedback from the new hire regarding their onboarding experience.

Review onboarding process effectiveness with team leads and HR.

Update onboarding materials and processes based on feedback and changes in technology.

Celebrate the completion of onboarding with a team welcome event or recognition.

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